Fidelity National Information

Now that markets are hosting a laser party again from $SIVE, OE Solutions, $Lumentum(LITE.US), Coherent, to $Applied Optoelectronics(AAOI.US).

There’s a pretty interesting study:

Both from Fidelity and a UC Berkeley research paper, that the best investors are the ones who either…

- Anecdotally forgot about their account (Fidelity)

- Didn’t actively trade/overtrade (18.5% return from infrequent traders vs. 11.4%).

Not any advice, but some of these anecdotes might be helpful to retail to read in general…

Since I witnessed a lot capitulation off memory, photonics, or thematic volatility, just for retail not have positions on a sharp recovery.

Having conviction also usually people in that “not overtrading” camp, since it helps to not overtrade in drops or see opportunities to cost average.

All of the largest Trump trades from Q1 and their returns visualized

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